Mindblown: a blog about philosophy.

THE boom in leveraged exchange-traded funds (ETFs) may be grabbing headlines, but Bloomberg macro strategist Simon White says investors should be looking much deeper into the financial system. “ETFs are only the tip of the leverage iceberg,” White writes in a recent Bloomberg analysis, arguing that leverage has spread far beyond retail investors into banks,…

Quick Read VGT and VOO pair concentrated tech exposure with broad S&P 500 diversification, capturing AI upside while limiting single-stock earnings risk. VGT’s top holdings include Nvidia, Microsoft, Apple, and Broadcom, all of which report earnings in late July, making the fund a direct AI earnings play. VOO’s sector mix is 39% tech, 11% financials,…

By DAMIAN J. TROISE, AP Business Writer NEW YORK (AP) — SK Hynix, one of the world’s largest makers of memory chips, is hitting the U.S. stock market at a time when demand for its chips is outpacing its ability to make them thanks to the frenzy over artificial intelligence. The company is already one of…

Greg Abel‘s first quarter running Berkshire Hathaway‘s equity portfolio produced one of the most dramatic reshuffles the conglomerate has seen in over a decade.  The new CEO initiated or significantly expanded positions in five stocks while dumping 16 others, shrinking total holdings from 42 to just 29 in a single quarter. That overhaul touched every…

If you’re sickened at the thought of making the world’s first trillionaire richer, a pair of proposed anti-Elon ETFs may pique your interest. The firm Subversive Capital recently filed for two new actively-managed funds (1) with the SEC that kick Elon Musk’s companies out of America’s largest indices. As Subversive wrote in its SEC prospectus,…

Zerodha co-founder Nithin Kamath has defended his organisation’s long-standing preference for ‘direct mutual funds’, saying that investors should understand the difference between ‘direct’ and ‘regular’ mutual funds and should verify how they are investing. He highlighted that very few investors understand the difference between the two. In a post on X on 9 July, Kamath…

Photo by BeInCrypto Tesla (TSLA) stock trades near $394 as two maturing chart patterns approach resolution. A weekly cup and handle and a daily symmetrical triangle both suggest a decisive move within days or weeks. Volume keeps contracting on both timeframes, while the Relative Strength Index (RSI) sits near 50 on each. That balance leaves…

US stocks diverged at the open on Friday as investors awaited SK Hynix’s (000660.KS) US listing, viewed as a test for the AI trade, and monitored traffic through the Strait of Hormuz. The Dow Jones Industrial Average (^DJI) gained 0.2%, while the S&P 500 (^GSPC) traded roughly flat. The tech-heavy Nasdaq Composite (^IXIC) also hovered…

A series of 2025 rule changes made it harder for foreigners to study at U.S. universities and stay to work after graduating. It could create a $481 billion hit to GDP, a new analysis found.Credit: Investopedia / Elizabeth Guevara Key Takeaways Restrictions on international students imposed by President Donald Trump’s administration are likely to deprive…

TL;DR Subversive ETFs has filed with the SEC for two “Ex-Elon” funds, the Nasdaq-100 Ex-Elon Enterprises ETF (QQNE) and the S&P 500 Ex-Elon Enterprises ETF (SPNE), that track those indexes but exclude any company “founded, controlled or led by” Elon Musk, currently Tesla and SpaceX. The trigger was SpaceX’s fast-tracked Nasdaq-100 inclusion, which forced passive…